See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,876 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $45,359 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,368 | $95,388-83.9% | $125,339-87.7% | $77,904-80.3% |
| Participation rate | 67.7% | 78.6%-10.9pp | 82.4%-14.6pp | 73.7%-5.9pp |
| Annual return | -12.68% | 116.19%-128.9pp | 572.05%-584.7pp | 12.21%-24.9pp |
| Employer contribution / active EE | $1,608 | $3,666-56.1% | $4,814-66.6% | $2,848-43.5% |
| Participant deferral / active EE | $3,139 | $7,711-59.3% | $7,446-57.8% | $4,806-34.7% |
| Admin fee / account holder | $154 | $119+29.5% | $10,010-98.5% | $133+16.1% |